Welcome to Tony Davey & Associates

Registration No: 2010/023048/07

Tony Davey and Associates is a boutique consulting firm in Bryanston, Johannesburg, with a multi-disciplinary focus on professional services in legal, tax, financial regulatory and financial law. Our partners, consultants and team consists of experienced professionals and experts in their field.

Associates

Adv. Anthony (Tony) Harding Davey

Director and General Council

Tony has 35 years consulting and litigation experience in the Tax and Financial Regulatory fields. He obtained his BA and LLB degrees at the University of Natal. He subsequently completed an Honours degree in taxation at Wits, a Masters degree in Commercial Law at UNISA and a post graduate diploma in international tax (cum laude) at the University of Johannesburg.

Tony is an admitted Advocate of the High Court of South Africa (1982), a Chartered Secretary (FCIS), and a registered and qualified Master Tax Practitioner (SAIT).

Tony is a co-author of Broomberg on Tax Strategy (Lexis Nexis). He is also the columnist for Costa Divaris’ (ex Silke on Income Tax) monthly tax newsletter as well as the South African contributing author to two international publications Planning and Administration of Offshore and Onshore Trusts (Bloomsbury Publishing Plc) and Tolley’s International Succession Laws (STEP). He appears as a guest tax adviser on Summit T.V.

Prior to establishing the firm, Tony acted as General Counsel to three JSE-listed financial services companies.

As a member (honorary Status Conferred in 2014) of the National Bar Council of SA (previously IAASA), Tony negotiates Alternate Dispute Resolution and litigates before the Tax Board and Court.

Adv. Lara Davey

General Council

Lara Davey obtained her LLB Degree from the University of Stellenbosch in 2011 and subsequently completed her practical legal training (PLT) at Eversheds Legal Firm. She was admitted as an Advocate in the South Gauteng High Court on 25 July 2013. Lara currently specialises in Financial Regulatory services and is an approved external compliance officer with the Financial Services Board.

Werner Vos

Consultant

Werner Vos has 22 years consulting experience in the Tax services area. He obtained his B Comm degree at Potchefstroom University and his Honours at UNISA. He subsequently obtained an LLB degree at UNISA and completed an advanced certificate in Taxation at UNISA.

Werner is a Tax Practitioner registered with the South African Institute of Tax Practitioners. He worked in a Senior Capacity at SARS whereafter he started his own tax compliance and advisory business. He appears as a guest tax adviser on Summit T.V.

REPRESENTATION

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A tax penalty, described in the Tax Administration Act as the ‘understatement penalty’ is imposed in circumstances dependent upon the taxpayer’s behaviour vis-à-vis an understatement. In essence, an understatement is a default, omission or incorrect statement in a...

Time for an advance ruling? The general rule under s 7C of the Income Tax Act is that a loan, advance or provision of credit by a natural person to a trust (or company) to which the lender is ‘connected’ (for example, a beneficiary) at a soft rate is subject to the...

PRACTICAL CONSIDERATIONS Timing provisions—dates A ‘s 7C donation’, as from 1 March 2017, is regarded as being made to a trust on the last day of each year of assessment of the trust, that is, for the first time, on the last day of February 2018 (s 7C(3)(b) of the...

1. INDIVIDUALS The maximum marginal rate for natural persons remains at 45% and is reached when taxable income exceeds R1 500 000. The minimum rate of tax remains at 18% on taxable income not exceeding R195 850. The primary rebate for all natural persons has been...